Financial Advisor
traphagen cpas wealth advisorsOradell (NJ)
Financial Advisor
Posted yesterday
traphagen cpas wealth advisorsOradell (NJ)
SENIORITY
Senior
About the role
Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. This is a full-time hybrid role, with flexibility for remote work. We offer competitive salaries, bonus, benefits commensurate with experience.
Essential Duties / Responsibilities:
Financial planning Retirement planning Investment management Providing financial advisory services Preferred Qualifications / Requirements: Bachelor's degree in Finance, Economics, or related field Financial Planning and Retirement Planning skills Finance and Investments expertise Experience in providing Financial Advisory services Certifications such as CFP, CFA, or CPA are a plus Strong analytical and problem-solving skills Excellent communication and interpersonal abilities
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.